The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 278,167,500 | 3,250,000 | SH | SOLE | 3,250,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 123,948,000 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 309,870,000 | 3,000,000 | SH | Call | SOLE | 0 | 0 | 3,000,000 | ||
| AMBARELLA INC | SHS | G037AX101 | 27,097,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| APPLE INC | COM | 037833100 | 164,900,000 | 1,000,000 | SH | Put | SOLE | 0 | 0 | 1,000,000 | ||
| BEYOND MEAT INC | COM | 08862E109 | 4,869,000 | 300,000 | SH | Call | SOLE | 0 | 0 | 300,000 | ||
| BURLINGTON STORES INC | COM | 122017106 | 55,577,500 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | |||
| CARMAX INC | COM | 143130102 | 44,996,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||
| DISNEY WALT CO | COM | 254687106 | 50,065,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| FIVE BELOW INC | COM | 33829M101 | 113,283,500 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | |||
| FIVE9 INC | COM | 338307101 | 68,675,500 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | |||
| FRONTIER COMMUNICATIONS PARE | COM | 35909D109 | 40,986,000 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | |||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 174,021,000 | 2,130,000 | SH | SOLE | 0 | 0 | 2,130,000 | |||
| LUMINAR TECHNOLOGIES INC | COM CL A | 550424105 | 3,245,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| LYFT INC | CL A COM | 55087P104 | 55,620,000 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | |||
| MERCADOLIBRE INC | COM | 58733R102 | 270,202,300 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | |||
| MERCADOLIBRE INC | COM | 58733R102 | 52,722,400 | 40,000 | SH | Put | SOLE | 0 | 0 | 40,000 | ||
| META PLATFORMS INC | CL A | 30303M102 | 84,776,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 172,980,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | |||
| MONGODB INC | CL A | 60937P106 | 159,687,200 | 685,000 | SH | SOLE | 685,000 | 0 | 0 | |||
| PLANET FITNESS INC | CL A | 72703H101 | 66,019,500 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | |||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 117,495,000 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | |||
| SALESFORCE INC | COM | 79466L302 | 109,879,000 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | |||
| SMARTSHEET INC | COM CL A | 83200N103 | 83,650,000 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | |||
| TWILIO INC | CL A | 90138F102 | 33,315,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| UNDER ARMOUR INC | CL C | 904311206 | 31,561,000 | 3,700,000 | SH | SOLE | 0 | 0 | 3,700,000 | |||
| UPSTART HLDGS INC | COM | 91680M107 | 6,356,000 | 400,000 | SH | Call | SOLE | 0 | 0 | 400,000 | ||
| US FOODS HLDG CORP | COM | 912008109 | 162,536,000 | 4,400,000 | SH | SOLE | 4,400,000 | 0 | 0 | |||
| WALMART INC | COM | 931142103 | 184,312,500 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | |||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 74,264,900 | 1,670,000 | SH | SOLE | 0 | 0 | 1,670,000 | |||